While I think it's important to recognize how Intuit's emphasis on QuickBooks Online will mean that product will get better faster, leaving QuickBooks Desktop. A note on re-sorting Chart of Accounts and Item List QuickBooks re-sorts lists based on the first three digits of the Item or Account number. If you have multiple accounts or items listed, your Chart of Accounts or Item List may be out of order numerically.

QuickBooks Guides UCCU is committed to assuring its members enjoy the best possible experience with Quicken and Intuit programs. From time to time, one may experience issues linking accounts through Quicken Connect or importing Web Connect files.

While a call to Intuit customer support may be necessary in some rare instances, most of these issues can be resolved by reviewing the steps listed below. NOTE: For the safety and security of our member’s accounts, UCCU Online Banking does not support Direct Connect. UCCU supports connectivity via Web Connect and Express Web Connect. Web Connect is, simply put, a way you can download your transactions directly from online banking and import them into QuickBooks. With Express Web Connect (EWC), QuickBooks communicates directly with your bank on your behalf. Express Web Connect is available to users of QuickBooks Online.

View printable PDF: Step 1: Match Downloaded Transactions • If new transactions were received from your connections, accept all new transactions on the Transactions > Banking page. Simply check off all the New/Matched transactions and click Batch Action to “Accept Selected”. • If you need assistance matching transactions, choose Help menu > Search for Matching Transactions and follow the instructions. Step 2: Deactivate Your Account(s) at UCCU • Choose Transactions > Banking. • Click on the account you’d like to disconnect, then click the Pencil icon.

• Click on Edit Account Info. • Check the box next to Disconnect this account on save.

The only way I have found to complete this task is copying to the clipboard, then pasting to the new drawing.

• Click Save. • Repeat steps for each account at UCCU. Step 3: Re-activate Your Account(s) at UCCU • Choose Transactions > Banking. • In the upper right corner, click Add Account. • Enter Utah Community Credit Union, and click Find.

• Type your User ID and Password. Click Log in. • Ensure you associate the accounts for UCCU to the appropriate account already listed under QuickBooks Accounts. You will want to select the matching accounts in the drop-down menu. If you need further assistance with this issue, please contact Intuit directly at 1(800)446-8848. View printable PDF: Step 1: Match Downloaded Transactions • If new transactions were received from your connections, accept all new transactions on the Transactions > Banking page.

Simply check off all the New/Matched transactions and click Batch Action to “ Accept Selected”. • If you need assistance matching transactions, choose Help menu > Search for Matching Transactions and follow the instructions.

Step 2: Deactivate Your Account(s) at UCCU • Create a backup of your QuickBooks accounts and update • Backup your data file. For instructions to back up your data file, choose Help Menu > QuickBooks Help. Search for Back Up and follow the instructions • Download the latest Quickbooks update. For instructions to download an update, choose Help Menu > Quickbooks Help.

View printable PDF: Step 1: Match Downloaded Transactions • If new transactions were received from your connections, accept all new transactions on the Transactions > Banking page. Simply check off all the New/Matched transactions and click Batch Action to “ Accept Selected”. • If you need assistance matching transactions, choose Help menu > Search for Matching Transactions and follow the instructions. Step 2: Deactivate Your Account(s) at UCCU • Create a backup of your QuickBooks accounts and update • Backup your data file.